Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIISF (Direct Line Insurance Group plc) | NA | 77.59% | 17.07% | 9.14% | 2.02% | NA | NA | … | … |
Data as of 07/02/2025, Common starting date is 08/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIISF (Direct Line Insurance Group plc) | 08/05/2013 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.40 | 77.59 | 17.07 | 9.14 | 2.02 | NA | NA | … | … | 37.58 | 39.26 | -14.81 | -22.89 | 5.14 | 1.42 | 1.75 | -9.03 | 13.39 | -25.51 | 51.65 | 8.28 | 17.34 |
| Sharpe Ratio | NA | 1.58 | 0.31 | 0.17 | 0.01 | NA | NA | … | … | 2.92 | 0.81 | -0.46 | -0.39 | 0.24 | 0.02 | 0.01 | -0.62 | 1.88 | -0.71 | 0.30 | 0.41 | 1.79 |
| Standard Deviation(%) | NA | 47.19 | 44.81 | 42.33 | 66.58 | NA | NA | … | … | 28.30 | 44.96 | 40.53 | 52.64 | 27.28 | 53.11 | 27.14 | 16.97 | 6.80 | 36.47 | 171.00 | 20.12 | 26.78 |
| Draw Down(%) | NA | 12.30 | 33.38 | 54.15 | 70.11 | NA | NA | … | … | 0.00 | 18.74 | 32.22 | 49.12 | 12.27 | 41.00 | 22.38 | 22.67 | 0.00 | 28.37 | 70.11 | 11.97 | 6.91 |
| Yield(%) | 0.00 | 4.58 | 2.72 | 4.72 | 3.23 | 3.93 | 2.95 | … | … | 2.11 | 3.75 | 0.00 | 6.78 | 5.79 | 7.01 | 3.69 | 4.55 | 3.73 | 3.06 | 8.23 | 3.39 | 2.90 |
Data as of 07/02/2025, Common starting date is 08/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIISF (Direct Line Insurance Group plc) |
-16.14%
Nov 2020 – Nov 2023 |
-14.20%
Jun 2018 – Jun 2023 |
-2.16%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIISF (Direct Line Insurance Group plc) |
20.16%
Sep 2013 – Sep 2016 |
10.10%
Oct 2013 – Oct 2018 |
2.50%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart